Senior Associate - Administration (Wealth Advice)

Dubai, United Arab Emirates · Wealth Management

Description

AES International is looking for next-generational missionaries with extraordinary skills to help accomplish our mission of transforming an industry into a profession. An impactful, challenging and rewarding role for a professional searching for a different type of organisation with a massive mission.

If you are passionate about helping people and would like to accomplish something, join us in our mission to create positive change and let’s begin our journey to make the world healthy, wealthy and wise.

Requirements

Key Purpose of Role:

The Senior Associate is primarily responsible for enhancing the operational efficiency of the Wealth Advice team, as well as providing a broad range of support in the provision of advice (front office) and the high‐quality ongoing service to prospective and existing clients. The Senior Associate plays a key role in contributing to, and enhancing, the overall client experience and will liaise with both front office and back office to achieve this goal.


To be a leader on the administration side, alongside existing Paraplanning team, and represent the front office in strategic huddles, and internal meetings where appropriate.


The role requires an individual who is experienced in working to deadlines, prioritising workload, project management and providing a high level of client service; and who can also train and oversee the associates in the Wealth Advice Client Services team whilst also working in conjunction with the sales function of the team.


Primary Responsibilities:

Maintain procedural controls whilst identifying and mitigating risks.

Carry out ad hoc project work and tasks, as required by the department, to improve operational efficiency.


Main Duties

Client Service Delivery

(Value – Make it Happen)

Achieve Good Client Outcomes

(Value – Lead from the Front)

Staff Management and Working as a Team

(Value – Working Together)

Achieve Performance Targets

(Value – Thinking with Purpose)

Conduct

(Value – Be the Difference)

Person Specification

Knowledge and Qualifications

Skills and Attributes

– Think operationally, anticipate future consequences and trends and incorporate them into the organisational and/or team plans

– Work effectively as a team manager

– Relate well to staff across AES

– Initiate projects and take responsibility for continuous improvement

– Work under pressure and to tight deadlines

Experience

Benefits

Private medical insurance

Life Assurance

Professional qualification support and membership fees

Training and unlimited books

Profit share

Celebration holiday

Annual flight allowance

Pension/EOSG

Free financial planning

Volunteering Time Off

Employee Referral Scheme

Long Service Award

Rewarding Excellence

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